Portico Wealth Advisors, LLC

Portico Wealth Advisors, LLC (CRD# 151794) is a financial advisory firm headquartered in Larkspur, CA. They manage $170,823,679 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $1,186,276
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Portico Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan D. Leidy
CRD#: 4192876
17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939
96
Wealthminder
score

Jonathan Leidy (CRD# 4192876) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 16 years of experience in the finance industry. Jonathan Leidy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Tarantino
CRD#: 1886426
17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939
93
Wealthminder
score

David Tarantino (CRD# 1886426) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 21 years of experience in the finance industry.

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